Master the ins and outs of Private Placement Life Insurance (PPLI) with WealthPoint. In our expert-led series, you’ll learn the basics of PPLI, the simple yet elegant math that makes it work, why we’re confident in PPLI’s potential for decades to come — and much more.
Is PPLI the right fit for your ultra-affluent clients? Find out below.
We believe PPLI is one of the best-kept secrets in UHNW wealth management — and we’d love to have you in on it.
Over a multi-decade holding period, PPLI can outperform a taxable account by $100M+. In this series, we’ll show you how.
Which of your clients is PPLI best suited for? We’ll review real-life case studies so you can share it with right-fit clients.
PPLI is treated as traditional life insurance, backed by 160+ years of tax law precedent. It can strengthen your reputation as a trusted advisor.
Our comprehensive handbook breaks down the core elements of PPLI in plain language. In our guide, you’ll learn:
Though PPLI was created in the late 1970s, it has recently gained tremendous momentum as a trustworthy, tax-advantaged life insurance and investment strategy.
$7.5B+
in total death benefit placed
23 Credentialed Staff
JD, LLM, CPA, CFA (candidate), MBA, CLU, ChFC
8 Partners
with a collective 185 years of industry experience
100+ Firms
collaborated with us nationwide in 2024
20 Billionaire Families Served
PPLI is a smart strategy for advisors with ultra-affluent clients who:
Share a few details with us and receive a 1:1 consultation with our friendly PPLI experts.
We have a wide range of expert-led webinars, interviews, whitepapers, and blogs to sate your curiosity.
Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor. WealthPoint, LLC is not affiliated with The Leaders Group, Inc.. The Leaders Group, Inc. is not a Certified Public Accounting firm. WealthPoint is a member firm of PartnersFinancial. Not all products and services referenced on this site are available in every state or through every representative listed. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Social Media Disclosure link here. Consumer Relationship Summary link here. Privacy Policy link here. WealthPoint, LLC is independently owned and operated. WealthPoint, LLC and its agents are presently licensed to sell traditional life insurance in AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV, WI, and WY. Insurance services are limited to residents of the above listed states. Information relating to securities is intended for use by individuals residing in AL, AK, AZ, AR, CA, CO, DE, DC, FL, GA, ID, IL, IN, KS, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, PA, SC, SD, TX, UT, VA, WA, WV, WI, and WY. Life insurance services are provided through WealthPoint, LLC DBA WealthPoint Insurance Solutions, CA Insurance License #0N03255. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. The following trademarks are owned by WealthPoint, LLC; WealthPoint®, Know your story.®, Still Wisdom™, Instinct Verification™, The Pulse of Progress™, IV™, Singular Story™.
© 2025 WealthPoint.
